Financial Services Trainee

4 weeks ago


London, Greater London, United Kingdom Evelyn Partners Full time

About Evelyn Partners

Evelyn Partners is a leading integrated wealth management and professional services group with over 186 years of experience in helping individuals and businesses thrive.

We offer a range of financial and professional services to clients, including individuals, family trusts, professional intermediaries, charities, and businesses.

Our Mission

We aim to provide an award-winning service by employing the best people and delivering exceptional results.

The Role

We are seeking a Trainee Dealer to join our Multi-Assets team to learn the complex process of executing client orders in various products.

  • Execution of client orders in Equities, Fixed Income, ETFs, Structured Products, Collectives, and Foreign Exchange.
  • Management of orders and booking of trades in Avaloq, Iress, and Online Portals.
  • Ensuring regulatory requirements are met, particularly Best Execution and Timely Execution.
  • Compliance with Evelyn Partners policies, processes, and procedures.

Requirements

We are looking for a candidate with a degree in Finance or Economics and previous experience in a similar role or Trade Operations/Support role.

  • Excellent communication skills, both written and verbal.
  • Team Player
  • Self-Motivated
  • Eager to learn

Benefits

We offer a competitive salary, private medical insurance, life assurance, pension contribution, hybrid working model, generous holiday package, and option to purchase additional holiday.

Our Commitment to Diversity and Inclusion

We value the differences that a diverse workforce brings and are committed to providing a safe, supportive, and inclusive environment for all colleagues.



  • London, Greater London, United Kingdom Yaanetechnologies Full time

    Job Title: Trainee/Financial AdviserJoin Yaanetechnologies as a Trainee/Financial Adviser and take the first step towards a rewarding career in financial services.Job SummaryWe are seeking a highly motivated and ambitious individual to join our team as a Trainee/Financial Adviser. As a Trainee/Financial Adviser, you will be responsible for providing...


  • London, Greater London, United Kingdom Yaanetechnologies Full time

    Job Title: Trainee/Financial AdviserJoin Yaanetechnologies as a Trainee/Financial Adviser and take the first step towards a rewarding career in financial services.Job SummaryWe are seeking a highly motivated and ambitious individual to join our team as a Trainee/Financial Adviser. As a Trainee/Financial Adviser, you will be responsible for providing...


  • London, Greater London, United Kingdom Yaanetechnologies Full time

    Job Title: Trainee/Financial AdviserJoin Yaanetechnologies as a Trainee/Financial Adviser and take the first step towards a rewarding career in financial services.Job SummaryWe are seeking a highly motivated and ambitious individual to join our team as a Trainee/Financial Adviser. As a Trainee/Financial Adviser, you will be responsible for providing...


  • London, Greater London, United Kingdom Yaanetechnologies Full time

    Job Title: Trainee/Financial AdviserJoin Yaanetechnologies as a Trainee/Financial Adviser and take the first step towards a rewarding career in financial services.Job SummaryWe are seeking a highly motivated and ambitious individual to join our team as a Trainee/Financial Adviser. As a Trainee/Financial Adviser, you will be responsible for providing...


  • London, Greater London, United Kingdom Yaanetechnologies Full time

    Join Yaanetechnologies as a Financial Services Trainee and take the first step in your career as a financial advisor. With 4-6 years of experience, you will be responsible for driving reach and depth of dummy products in the Sales & Business Development functional area.Key Responsibilities:8 months management trainee stintResponsible for driving reach and...


  • London, Greater London, United Kingdom Blakemore Recruitment Full time

    Trainee Financial Adviser OpportunityBlakemore Recruitment is proud to partner with an award-winning team of Independent Financial Advisers in London, seeking Trainee Financial Advisers to join their successful business.Key Responsibilities:Support Sales Managers and Advisers in providing exceptional client serviceAssist in client meetings and develop...


  • London, Greater London, United Kingdom Blakemore Recruitment Full time

    Trainee Financial Adviser OpportunityBlakemore Recruitment is proud to partner with an award-winning team of Independent Financial Advisers in London, seeking Trainee Financial Advisers to join their successful business.Key Responsibilities:Support Sales Managers and Advisers in providing exceptional client serviceAssist in client meetings and develop...


  • London, Greater London, United Kingdom Illinois CPA Society Full time

    **Financial Services Trainee Opportunity**We are seeking a highly motivated and detail-oriented individual to join our team as a Financial Services Trainee. As a Junior Accountant, you will work closely with our investment bank in London to provide accurate reporting and analysis of financial data.**Key Responsibilities:**Month-end reporting and analysis of...


  • London, Greater London, United Kingdom Blakemore Recruitment Full time

    **About the Role**We are seeking a highly motivated and ambitious individual to join our team as a Trainee Financial Adviser.As a Trainee Adviser, you will be working closely with our experienced team to provide support to Sales Managers and Advisers, and will have the opportunity to develop your skills and knowledge in a fast-paced and dynamic...


  • London, Greater London, United Kingdom Pro-Finance Full time

    We are seeking a highly motivated and ambitious Financial Services Trainee to join our team at Pro-Finance. As a Financial Services Trainee, you will be responsible for providing administrative support to our accounting and audit teams, while also gaining valuable experience in financial services.Key responsibilities will include:Assisting with financial...


  • London, Greater London, United Kingdom Blakemore Recruitment Full time

    Location - LondonSalary - £35,000Our client, an award-winning team of Independent Financial Advisers, provides a personal, independent, and bespoke wealth management service to high net worth clients. They are expanding their successful business in London and are seeking Trainee Financial Advisers to support their Sales Managers and Advisers.As a Trainee...


  • London, Greater London, United Kingdom Blakemore Recruitment Full time

    Trainee Financial Adviser OpportunityBlakemore Recruitment is working with an award-winning team of Independent Financial Advisers who provide a personal, independent, and bespoke wealth management service to high net worth clients.Key Responsibilities:Support Sales Managers and Advisers in providing exceptional client serviceAssist in client meetings and...


  • London, Greater London, United Kingdom Blakemore Recruitment Full time

    Trainee Financial Adviser OpportunityBlakemore Recruitment is working with an award-winning team of Independent Financial Advisers who provide a personal, independent, and bespoke wealth management service to high net worth clients.Key Responsibilities:Support Sales Managers and Advisers in providing exceptional client serviceDevelop technical skills and...


  • London, Greater London, United Kingdom Blakemore Recruitment Full time

    Our client, an award-winning team of Independent Financial Advisers, provides a personal, independent, and bespoke wealth management service to high net worth clients.As a Trainee Adviser, you will work as part of a productive, high-performing team to provide support primarily to Sales Managers and Advisers.You should have experience of working in an IFA...


  • London, Greater London, United Kingdom Société Générale Assurances Full time

    Job Title: Trainee – UK Corporates FXJoin our team as a Trainee – UK Corporates FX and be part of our dynamic Global Markets team. As a Trainee, you will be responsible for assisting the Interest Rate and FX Derivatives Sales teams in their sales efforts to UK corporate clients.Key Responsibilities:Assist in preparing market commentary, marketing...


  • London, Greater London, United Kingdom Société Générale Assurances Full time

    Job Title: Trainee – UK Corporates FXJoin our team as a Trainee – UK Corporates FX and be part of our dynamic Global Markets team. As a Trainee, you will be responsible for assisting the Interest Rate and FX Derivatives Sales teams in their sales efforts to UK corporate clients.Key Responsibilities:Assist in preparing market commentary, marketing...


  • London, Greater London, United Kingdom Meatex Trading Ltd. Full time

    Join our two-year Next Generation Graduate Program and embark on a journey of growth and development as a Financial Management Trainee at Meatex Trading Ltd. As a Financial Management Trainee, you will be part of a dynamic team that collaborates with other trainees in an international, multicultural environment. You will have the opportunity to create a...


  • London, Greater London, United Kingdom Salisbury Financial Services Full time

    Financial Adviser OpportunitySalisbury Financial Services is seeking an experienced and driven Financial Adviser to join our team.We are a well-established financial services company that prioritises building long-term relationships with clients by tailoring financial solutions to meet individual needs.As an independent firm, we offer a full range of...


  • London, Greater London, United Kingdom Meatex Trading Ltd. Full time

    Unlock Your Potential in Our Treasury TeamAt Meatex Trading Ltd., we're committed to developing the next generation of leaders in our treasury team. Our Financial Management Trainee program offers a unique opportunity to learn about funding and foreign exchange services, trading structure reconciliations, and financial analysis of treasury's Profit & Loss.As...


  • London, Greater London, United Kingdom Meatex Trading Ltd. Full time

    Unlock Your Potential in Our Treasury TeamAt Meatex Trading Ltd., we're committed to developing the next generation of leaders in our treasury team. Our Financial Management Trainee program offers a unique opportunity to learn about funding and foreign exchange services, trading structure reconciliations, and financial analysis of treasury's Profit & Loss.As...